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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$2.91M +$121K +1,848 +4%
HIA
127
Harbor Investment Advisory
Maryland
$2.86M -$422K -6,434 -13%
RA
128
RFG Advisory
Alabama
$2.84M -$80.6K -1,227 -3%
PVI
129
Pine Valley Investments
New Jersey
$2.77M -$6.36M -96,872 -70%
LCP
130
Larch Capital Partners
Florida
$2.76M +$2.72M +41,487 New
SWM
131
Selby Wealth Management
California
$2.74M +$2.71M +41,305 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$2.56M -$604K -9,205 -19%
DC
133
Davenport & Co
Virginia
$2.55M +$145K +2,212 +6%
CRW
134
Clarity Retirement & Wealth
Massachusetts
$2.55M +$2.52M +38,388 New
GPWM
135
Grant Private Wealth Management
California
$2.55M +$99.6K +1,517 +4%
SA
136
Sincerus Advisory
New York
$2.47M +$327K +4,983 +15%
FCM
137
Family Capital Management
Michigan
$2.47M +$1.38M +20,992 +130%
SF
138
Sun Financial
Utah
$2.41M +$2.38M +36,257 New
EH
139
Equitable Holdings
New York
$2.39M -$2.99M -45,566 -56%
PCA
140
Purkiss Capital Advisors
Connecticut
$2.35M +$166K +2,526 +8%
CF
141
Convergence Financial
Missouri
$2.31M +$213K +3,239 +10%
TFS
142
Thoroughbred Financial Services
Tennessee
$2.31M -$10.8K -165 -0.5%
DP
143
Denver PWM
Colorado
$2.3M
MAM
144
Milestone Asset Management
Pennsylvania
$2.23M +$454K +6,916 +26%
CIA
145
Concurrent Investment Advisors
Florida
$2.16M -$103K -1,565 -5%
IWP
146
IAG Wealth Partners
Wisconsin
$2.16M +$919 +14 +0%
CFS
147
Compass Financial Services
Iowa
$2.13M +$103K +1,564 +5%
CAM
148
Cresset Asset Management
Illinois
$2.11M +$1.74M +26,496 +508%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$2.09M +$3.94K +60 +0.2%
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$2.08M +$2.04M +31,115 +12,965%